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Nuveen ESG US Aggregate Bond ETF
NUBD

51 hedge funds and large institutions have $54.1M invested in Nuveen ESG US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

39% more capital invested

Capital invested by funds: $38.9M → $54.1M (+$15.3M)

19% more funds holding

Funds holding: 43 → 51 (+8)

6.5% more ownership

Funds ownership: 50.68% → 57.18% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
26
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.46M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.24M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.15M
4
Bank of America
Bank of America
North Carolina
+$1.17M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
AGA
Arkos Global Advisors
Texas
-$252K
2
BSWM
Boston Standard Wealth Management
Massachusetts
-$87.3K
3
CCM
Canal Capital Management
Virginia
-$44.8K
4
SFS
Sowell Financial Services
Arkansas
-$36.8K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$36.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$389K +$12.1K +464 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$389K +$143K +5,487 +60%
HighTower Advisors
28
HighTower Advisors
Illinois
$341K +$47K +1,807 +16%
AssetMark Inc
29
AssetMark Inc
California
$284K +$83.2K +3,198 +43%
CCM
30
Canal Capital Management
Virginia
$267K -$44.8K -1,721 -15%
RJA
31
Raymond James & Associates
Florida
$230K +$15K +578 +7%
CFIA
32
Cantor Fitzgerald Investment Advisors
New York
$201K -$7.52K -289 -4%
CI
33
CX Institutional
Indiana
$197K +$119K +4,594 +162%
WP
34
WealthShield Partners
North Carolina
$132K – – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$110K -$36.3K -1,394 -25%
OPS
36
Orion Portfolio Solutions
Nebraska
$89K +$87.3K +3,356 New
BWP
37
Baldwin Wealth Partners
Massachusetts
$87K – – –
US Bancorp
38
US Bancorp
Minnesota
$86K +$84.2K +3,238 New
PA
39
Procyon Advisors
Connecticut
$66K +$64.6K +2,485 New
MWM
40
MBE Wealth Management
Wisconsin
$46K +$46K +1,768 New
SFS
41
Sowell Financial Services
Arkansas
$45K -$36.8K -1,414 -45%
IWP
42
IAG Wealth Partners
Wisconsin
$39K -$21.5K -826 -36%
PO
43
Private Ocean
California
$38K +$38.2K +1,470 New
HGWM
44
Harvest Group Wealth Management
Massachusetts
$31K +$30.5K +1,174 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$21K – – –
FANJ
46
Financial Architects (New Jersey)
New Jersey
$16K – – –
Citigroup
47
Citigroup
New York
$13K – – –
LFG
48
LifePlan Financial Group
Ohio
$12K -$4.79K -184 -29%
SF
49
Synovus Financial
Georgia
$12K +$5.33K +205 +75%
PG
50
Proffitt & Goodson
Tennessee
$8K – – –
1
2
3

NUBD Hedge Fund Activity: Q1 2020 in Review

51 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q1 2020, worth a combined $54.1M — up 39% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NUBD positions and 1 closed out — a net gain of 9 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $2.46M. The largest seller was Arkos Global Advisors, exiting entirely with an estimated $252K sold.

  • 51 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q1 2020, up from 43 in Q4 2019.
  • Funds reported $54.1M of Nuveen ESG US Aggregate Bond ETF stock for Q1 2020, up 39% quarter-over-quarter.
  • 10 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q1 2020 and 1 closed out, a net change of +9 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q1 2020 was UBS Group, an estimated $2.46M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q1 2020 was Arkos Global Advisors, an estimated $252K sold.

Based on aggregated 13F filings for Q1 2020.